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Disclosery

Stiles Financial Services Inc: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stiles Financial Services Inc on NEE, newest first. How the timeline and the estimate are built.

Stiles Financial Services Inc held 30,557 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,557 shares
    Change vs previous 13F -186 shares

    0.67% of the 13F portfolio, value $2,682,020.

    13F-HR 0001904832-26-000003 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,743 shares
    Change vs previous 13F -416 shares

    0.87% of the 13F portfolio, value $2,855,389.

    13F-HR 0001904832-26-000001 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,159 shares
    Change vs previous 13F -1,914 shares

    0.77% of the 13F portfolio, value $2,501,451.

    13F-HR 0002085853-26-000188 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,073 shares
    Change vs previous 13F -318 shares

    0.79% of the 13F portfolio, value $2,496,716.

    13F-HR 0002085853-25-000199 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,391 shares
    Change vs previous 13F -827 shares

    0.8% of the 13F portfolio, value $2,318,200.

    13F-HR 0001667731-25-000944 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,218 shares
    Change vs previous 13F -1,393 shares

    0.93% of the 13F portfolio, value $2,425,949.

    13F-HR 0001667731-25-000481 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 35,611 shares
    Change vs previous 13F -205 shares

    0.92% of the 13F portfolio, value $2,553,229.

    13F-HR 0001667731-25-000147 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 35,816 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,027,548.

    13F-HR 0001904832-24-000004 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).